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Omega Flex

85 hedge funds and large institutions have $467M invested in Omega Flex in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

10% more funds holding

Funds holding: 7785 (+8)

8% more capital invested

Capital invested by funds: $432M → $467M (+$34.6M)

1.91% more ownership

Funds ownership: 33.71%35.62% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
26
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$127M -$2.71M -19,448 -2%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$72.6M +$943K +6,760 +1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$60.3M +$18.9M +135,252 +41%
PWP
4
Principle Wealth Partners
Connecticut
$35.1M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$33.1M -$84.1K -603 -0.2%
BlackRock
6
BlackRock
New York
$28.3M -$1.83M -13,092 -6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$19.8M -$280K -2,008 -1%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$10.5M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.02M +$99.3K +712 +1%
State Street
10
State Street
Massachusetts
$7.99M +$98.5K +706 +1%
Wells Fargo
11
Wells Fargo
California
$7.24M +$7.47M +53,591 +2,485%
Comerica Bank
12
Comerica Bank
Texas
$5.7M +$129K +924 +2%
Northern Trust
13
Northern Trust
Illinois
$4.24M -$202K -1,448 -4%
RIM
14
Ranger Investment Management
Texas
$4M +$257K +1,840 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.92M +$217K +1,553 +5%
Ameriprise
16
Ameriprise
Minnesota
$3.79M +$331K +2,375 +9%
Renaissance Technologies
17
Renaissance Technologies
New York
$3.37M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.29M +$190K +1,364 +6%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$3.14M -$321K -2,300 -9%
Charles Schwab
20
Charles Schwab
California
$2.92M +$66.4K +476 +2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$2.85M -$182K -1,308 -6%
Morgan Stanley
22
Morgan Stanley
New York
$1.79M -$196K -1,404 -9%
TC
23
TownSquare Capital
Utah
$1.29M +$1.39M +9,963 New
Stifel Financial
24
Stifel Financial
Missouri
$1.24M +$1.33M +9,507 New
N
25
Nuveen
North Carolina
$1.22M -$93.2K -668 -7%

OFLX Hedge Fund Activity: Q1 2022 in Review

85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Omega Flex (OFLX) for Q1 2022, worth a combined $467M — up 8% from $432M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OFLX positions and 5 closed out — a net gain of 9 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $18.9M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $2.71M.

  • 85 institutional investors held Omega Flex (OFLX) as of Q1 2022, up from 77 in Q4 2021.
  • Funds reported $467M of Omega Flex stock for Q1 2022, up 8% quarter-over-quarter.
  • 14 funds opened new Omega Flex positions in Q1 2022 and 5 closed out, a net change of +9 holders.
  • The largest Omega Flex buyer in Q1 2022 was Neuberger Berman Group, an estimated $18.9M added.
  • The largest Omega Flex seller in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2022.